93 Financial Group, LLC

RIASEC Registered

Total AUM

$900M

Discretionary

$900M

100% of AUM

Avg account

$365K

Accounts

2,466

Employees

8

Advisory reps

5

Firm details

Headquarters: Woburn, Massachusetts
CRD number: 144235
Registered since: May 31, 2013
Website: www.93fg.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM
Client types: HNWI57.68%
Individuals42.32%
Services: Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

93 Financial Group, LLC is an independent, individual-owned RIA organized as an LLC that provides financial planning and portfolio management for individuals and small businesses. The firm is registered with the SEC (registered in 2013) and charges fees as a percentage of assets under management. Alongside advisory work, the firm operates as an insurance broker, indicating a blended service model that combines investment management with insurance distribution. Its client base is primarily individual and family investors; it does not identify as an active ESG investor or a multi-state adviser in the provided filing.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Public Funds/Mutual Funds99%
Cash & Cash Equivalents1%

Owners & executives

Contacts

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 10

Active vs passive

$259M in ETFs

Passive

100%

$259M

Active

0%

$0

ETF	Provider	Style	Category	Value	Shares	% of portfolio
VANGUARD RUSSELL 1000 GROWTH INDEX FUND (VONG)	Vanguard	Passive	Large Growth	$77.5M	600,947	29.87%

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Primary office

Woburn, MA

Middlesex

Location

Woburn, MA

Headquartered in Woburn, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area: Boston-Worcester-Providence, MA-RI-NH-CT
Region: Northeast
County: Middlesex
Address: 600 Unicorn Park Dr
Time zone: ET (UTC-5)
Office locations

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